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My name's Jeremy Nagel and I'm a Zoholic. For the last six years I've been working with Zoho Creator, Zoho CRM, Zoho Support, Zoho Books and a few of the other Zoho products. I'm based in Sydney, Australia but have helped out companies around the world.

My goal with this website is to pass on the Zoho knowledge I've picked up to make it easy for budding Zoho-bros/Zohettes to catch the buzz. I've written a few blog posts answering common questions. You can view my blog posts here.

Drop me a line at jeremy.nagel[at]nuanced.it

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NB: this blog post is no longer relevant as API v2 lets you use searchRecords with multiple criteria :)

I discovered something really cool tucked away in the Zoho CRM forums today. For the history, check out this thread. In summary, the searchRecords API task in Zoho CRM is impossible to use if you have multiple criteria and in general it's pretty annoying to get the single criterion right. In the forum thread, Zoho Support advised that you can actually use getRecords with a view name. This feature is not documented on the getRecords page at all but I can confirm it works:D

This is really, really cool. It's going to make my life as a Zoho dev much easier! Instead of having to do something really inefficient and ugly like:leadRecords = zoho.crm.searchRecords("Leads","(Created Time|<|" + yesterday_date +")",fromIndex,toIndex);for each ele in leadRecords{lead_source = ele.get("Lead Source");createTime=(ele.get("Created Time")).…

Do you add leads to your CRM via the Zoho CRM API? If so, you'll note that lead assignment rules don't work. I have developed a CRM extension called Advanced Round Robin that you can buy on the Zoho Marketplace.
If you'd prefer to do it yourself, the below code can allow you to add round robin lead assignment functionality (though it's missing many of the more powerful features of the Advanced Round Robin extension). You'll need to set a few config variables like your authtoken and the user role you want leads to be assigned to. You'll also need to create a reference lead that's assigned to one of the users who should receive leads. The script will use this to figure out who should get the next lead. Thanks to Prakash from Zoho for giving me the base code for this script.

Need to mass update thousands of Lead records in Zoho CRM and can't be bothered manually clicking through tens of pages and doing mass update? Here's an example of using a custom function to achieve this. In this case, I needed to merge several notes fields into one text area field as the multiple note fields were becoming unwieldy.